Professional and Financial Services
Sales, leadership and customer service training for insurance & financial services professionals.
Professional Services Industry Challenges
Non-selling professionals, bankers, insurance agents, and financial planners need sales skills to develop their portfolios and grow their income and influence based on revenue generation. At Sandler, we help you overcome the stigma of selling and develop no-pressure prospecting plans to sell more and sell more easily.
We help driven professionals who are looking to:
Get in front of and set appointments with enough of the right people.
Make connections and start more interesting sales conversations.
Close deals without discounting and sell at premium prices.
Sell more and get more warm referrals.
Sandler Works in Professional Services!
We have served sales, leadership, and customer service professionals from thousands of organizations, with millions of participants, around the world for over 50 years. We have developed specialized programs and published books for the financial services industry
We help professional firms:
Find more of your ideals clients and start no-pressure conversations.
Build trust through an open, honest exchange of information.
Negotiate win-win deals with mutual respect and equal business stature.
Meet and exceed your sales and profitability goals!
30,000+ people trained per year
500,000~ hours of training around the globe each year
50% more salespeople hit quotas than those without Sandler
88% of salespeople said their sales strategy improved
96% of clients polled would recommend Sandler
Selling Professional Services
Must-have information for law firm partners and other professional service providers. ‘Business development,’ practice development,’ client retention…’ no matter what you call it; you need sales skills to do it successfully!
Start a conversation.
At Sandler, we help you overcome the stigma of selling and develop no-pressure prospecting plans to sell more and sell more easily.
Professional Services Training
We offer specialized programs designed to introduce, develop, and master the best practices for business development in professional financial services.
[Programs]
New Advisor Launch Accelerator
